Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications
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This was a puzzler for me, too. If POET has all this leading technology and very few competitors in large markets ($10's of Billions), the low-income projection by Suresh makes no sense. Just a sliver of $35B is hundreds of millions.